Gifts of stock and other securities to your donor-advised fund – particularly appreciated securities that you have owned for more than a year – often offer the best combination of charitable, financial and tax planning advantages. Please contact The Advise Us Fund® to gift securities to your donor-advised fund.
For information on gifting securities use our Contact Form.
In addition, please review The Advise Us Fund “Giving and Investment Practices” for the policies, guidelines and procedures governing Donor-Advised Funds.
Questions? Call The Advise Us Fund at (708) 800-8474 or ask your question in the “Comments” section of our Contact Form